LaSalle St. Investment Advisors’s Salesforce CRM Stock Holding History

LaSalle St. Investment Advisors’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$790K	Sell
2025 Q1	$859K	Buy
2024 Q4	$821K	Buy
2024 Q3	$460K	Sell
2024 Q2	$434K	Sell
2024 Q1	$502K	Hold
2023 Q4	$5.02M	Buy
2023 Q3	$319K	Buy
2023 Q2	$310K	Buy
2023 Q1	$265K	Buy